| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IGOV | Exit | ISHARES TRintl trea bd etf | $0 | – | -10,100 | -100.0% | -0.09% | – |
| EWC | Exit | ISHARES INCmsci cda etf | $0 | – | -20,642 | -100.0% | -0.17% | – |
| DFAT | Exit | DIMENSIONAL ETF TRUSTus targeted vlu | $0 | – | -16,608 | -100.0% | -0.19% | – |
| BNDW | Exit | VANGUARD SCOTTSDALE FDStotal wld bd etf | $0 | – | -11,579 | -100.0% | -0.19% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -30,411 | -100.0% | -0.30% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -12,766 | -100.0% | -0.44% | – |
| Exit | DIMENSIONAL ETF TRUSTinflation prote | $0 | – | -51,373 | -100.0% | -0.51% | – | |
| CBT | Exit | CABOT CORP | $0 | – | -33,060 | -100.0% | -0.58% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -35,217 | -100.0% | -0.67% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -14,298 | -100.0% | -0.68% | – |
| VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -57,317 | -100.0% | -0.68% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -74,189 | -100.0% | -0.82% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -13,059 | -100.0% | -0.89% | – |
| VMBS | Exit | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $0 | – | -90,753 | -100.0% | -1.00% | – |
| SPDW | Exit | SPDR INDEX SHS FDSportfolio devlpd | $0 | – | -144,995 | -100.0% | -1.13% | – |
| SCHH | Exit | SCHWAB STRATEGIC TRus reit etf | $0 | – | -295,979 | -100.0% | -1.32% | – |
| MGC | Exit | VANGUARD WORLD FDmega cap index | $0 | – | -39,515 | -100.0% | -1.51% | – |
| VTC | Exit | VANGUARD SCOTTSDALE FDStotal corp bnd | $0 | – | -86,073 | -100.0% | -1.57% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -204,616 | -100.0% | -2.60% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -37,610 | -100.0% | -3.71% | – |
| SPYX | Exit | SPDR SER TRspdr s&p 500 etf | $0 | – | -433,618 | -100.0% | -3.79% | – |
| MTUM | Exit | ISHARES TRmsci usa mmentm | $0 | – | -110,999 | -100.0% | -3.90% | – |
| STIP | Exit | ISHARES TR0-5 yr tips etf | $0 | – | -177,672 | -100.0% | -4.33% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -81,513 | -100.0% | -4.35% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -625,031 | -100.0% | -13.96% | – |
| USIG | Exit | ISHARES TRusd inv grde etf | $0 | – | -1,297,939 | -100.0% | -15.69% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDStotal int bd etf | $0 | – | -1,380,241 | -100.0% | -16.60% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -1,441,882 | -100.0% | -18.31% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD CHARLOTTE FDS | 37 | Q3 2023 | 27.7% |
| US TIPS ETF | 37 | Q3 2023 | 18.5% |
| VANGUARD MALVERN FDS | 37 | Q3 2023 | 13.7% |
| VANGUARD INDEX FDS | 37 | Q3 2023 | 4.8% |
| VANGUARD TAX-MANAGED INTL FD | 37 | Q3 2023 | 3.7% |
| VANGUARD INDEX FDS | 37 | Q3 2023 | 3.6% |
| VANGUARD INDEX FDS | 37 | Q3 2023 | 1.3% |
| VANGUARD INDEX FDS | 36 | Q3 2023 | 9.9% |
| VANGUARD INDEX FDS | 36 | Q3 2023 | 6.0% |
| ISHARES TR | 36 | Q3 2023 | 4.6% |
View Sensible Financial Planning & Management, LLC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-18 |
| 13F-HR | 2022-02-11 |
View Sensible Financial Planning & Management, LLC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.